In this Dialogue episode of The Synopsis, we discuss SpaceX's business model and put real math around how to justify their reported $1.5 trillion valuation. We do this all while plugging an upcoming expert call webinar on Coupang and our new Shift4 deep dive!

Coupang Expert Call Interview

SpaceX YouTube Video

Shift4 Deep Dive

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Show Notes

(0:00) — Shift4 & AlphaSense Coupang Announcement (3:50) — SpaceX Intro (6:36) — SpaceX Business Segments (16:04) — Competition in Launch (21:36) — Starlink Competition (27:16) — SpaceX Valuation

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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

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